Associate In The Account Transfer Service Department
This is an associate position at the P2 job level within core services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. At Morgan Stanley Baltimore, we support the firm's global technology, operations, risk management, legal and compliance, internal audit and finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work. The account transfer services department assists Morgan Stanley branches and E*Trade self-directed clients transfer their accounts/assets to and from other financial institutions as quickly and smoothly as possible. The associate will work to solve problems, ensure that transfer documentation is in good order, coordinate multi-million dollar transfers with contra firms, field service phone calls from branches and ET service center personnel, collaborate with other team members/teams on automation projects and system improvements, among other job tasks. A qualified candidate should be able to think creatively to solve problems with a focus on client experience and providing a high level of service. Previous experience in a service environment and/or experience working directly with clients is desirable. Knowledge about financial institutions/markets and Microsoft Office is required. Further knowledge about automation tools/coding is desirable. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
This is an associate position at the P2 job level within core services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. At Morgan Stanley Baltimore, we support the firm's global technology, operations, risk management, legal and compliance, internal audit and finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work. The account transfer services department assists Morgan Stanley branches and E*Trade self-directed clients transfer their accounts/assets to and from other financial institutions as quickly and smoothly as possible. The associate will work to solve problems, ensure that transfer documentation is in good order, coordinate multi-million dollar transfers with contra firms, field service phone calls from branches and ET service center personnel, collaborate with other team members/teams on automation projects and system improvements, among other job tasks. A qualified candidate should be able to think creatively to solve problems with a focus on client experience and providing a high level of service. Previous experience in a service environment and/or experience working directly with clients is desirable. Knowledge about financial institutions/markets and Microsoft Office is required. Further knowledge about automation tools/coding is desirable. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).